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Nasdaq - Delayed Quote USD

JHancock Disciplined Value Mid Cap I (JVMIX)

26.38
+0.53
+(2.05%)
At close: 8:04:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.23%
5y Average Return 14.27%
Number of Years Up 21
Number of Years Down 6
Best 1Y Total Return (Apr 30, 2025) 39.49%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 39.49%
Worst 3Y Total Return 4.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JVMIX
Category
YTD
-1.67%
21.28%
1-Month
-3.74%
-1.96%
3-Month
-1.67%
4.90%
1-Year
-0.57%
55.83%
3-Year
5.71%
11.08%
5-Year
17.71%
11.93%
10-Year
8.61%
10.64%
Last Bull Market
14.94%
25.54%
Last Bear Market
-13.72%
-22.08%

Annual Total Return (%) History

Year
JVMIX
Category
2025
--
--
2024
10.31%
--
2023
16.60%
--
2022
-7.05%
--
2021
26.95%
--
2020
5.91%
2.63%
2019
30.14%
25.18%
2018
-14.74%
-12.86%

2017
15.64%
13.22%
2016
15.25%
18.06%
2015
2.06%
-5.41%
2014
13.29%
9.31%
2013
39.49%
35.14%
2012
18.57%
16.60%
2011
0.62%
-3.96%
2010
23.24%
21.92%
2009
40.99%
35.41%
2008
-32.29%
-36.77%
2007
5.39%
0.83%
2006
16.94%
15.87%
2005
10.23%
8.82%
2004
20.91%
17.85%
2003
36.53%
33.85%
2002
-14.44%
-13.25%
2001
8.58%
6.67%
2000
14.66%
18.45%
1999
-4.20%
8.50%
1998
-2.20%
1.94%
1997
--
25.58%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.67% -- -- --
2024 9.10% -4.39% 7.85% -1.94%
2023 1.39% 6.06% -2.89% 11.66%
2022 -0.47% -13.72% -4.50% 13.34%
2021 13.59% 5.51% -1.65% 7.69%
2020 -30.04% 17.84% 5.50% 21.77%
2019 13.58% 5.58% 2.14% 6.26%
2018 -0.39% -0.73% 3.64% -16.81%
2017 4.29% 1.97% 3.46% 5.11%
2016 -0.05% 3.29% 5.92% 5.40%

2015 4.46% -1.53% -5.45% 4.95%
2014 3.69% 3.24% -2.16% 8.17%
2013 12.41% 3.75% 7.41% 11.35%
2012 13.29% -4.93% 5.43% 4.42%
2011 9.31% 0.32% -19.48% 13.95%
2010 8.28% -11.57% 12.29% 14.63%
2009 -7.32% 19.57% 19.26% 6.68%
2008 -8.95% 0.67% -5.55% -21.79%
2007 4.77% 7.68% -2.65% -4.03%
2006 5.38% -2.85% 3.09% 10.80%
2005 -1.29% 4.77% 3.23% 3.24%
2004 5.67% 2.28% -1.58% 13.67%
2003 -3.69% 18.73% 5.17% 13.54%
2002 9.12% -9.76% -19.25% 7.61%
2001 -4.57% 11.67% -13.57% 17.89%
2000 2.56% -0.09% 6.94% 4.64%
1999 -4.29% 12.71% -10.20% -1.10%
1998 13.55% -3.85% -20.90% 13.24%
1997 11.52% 0.65% -- --

Rank in Category (By Total Return)

YTD 46
1-Month 59
3-Month 46
1-Year 66
3-Year 32
5-Year 45

Load Adjusted Returns

1-Year -0.57%
3-Year 5.71%
5-Year 17.71%
10-Year 8.61%

Performance & Risk

YTD Return -4.23%
5y Average Return 14.27%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family John Hancock
Net Assets 21.11B
YTD Return -1.67%
Yield 0.83%
Morningstar Rating
Inception Date Jun 02, 1997

Fund Summary

Under normal circumstances, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations, and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities.

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